KW

KWB Wealth

13F
KWB Wealth
Last update 2025-04-11 148 Stocks (13 new)
Value $829.00 Mil Turnover 8 %
Countries:
Top Holdings: SPYG(12.14%)SPLG(11.35%)SPYV(9.38%)SPAB(7.39%)SPDW(4.51%)
Summary Stock Picks Current Portfolio
KWB Wealth Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPYG 		SPDR Portfolio S&P 500 Growth ETF
1,144,816
100,629.4
-5.56%
12.140
-0.69%
0.300
-14.69%
-12.75%
29,012.3
 
SPLG 		SPDR Portfolio S&P 500 ETF
1,364,601
94,075.6
+2.63%
11.350
+0.29%
0.150
-11.62%
-9.89%
56,985.0
 
SPYV 		SPDR Portfolio S&P 500 Value ETF
1,519,859
77,725.6
-3.91%
9.380
-0.41%
0.310
-8.27%
-6.71%
23,587.1
 
SPAB 		SPDR Portfolio Aggregate Bond ETF
2,451,771
61,269.8
-2.16%
7.390
-0.18%
0.750
+2.01%
+2.13%
8,432.6
 
SPDW 		SPDR Portfolio Developed World ex-US ETF
1,096,005
37,406.7
-5.01%
4.510
-0.27%
0.170
+4.76%
+6.39%
23,768.5
 
GTO 		Invesco Total Return Bond ETF
779,345
36,161.6
-0.49%
4.360
-0.02%
1.930
+0.76%
+0.80%
1,854.2
 
SPHQ 		Invesco S&P 500 Quality ETF
291,139
19,515.0
+15.07%
2.350
+0.31%
0.160
-7.22%
-5.73%
11,577.5
 
SLYV 		SPDR S&P 600 Small Cap Value ETF
218,103
19,029.5
-6.35%
2.300
-0.16%
0.460
-20.08%
-18.62%
3,368.1
 
DYNF 		iShares U.S. Equity Factor Rotation Active ETF
368,667
18,894.2
+11.76%
2.280
+0.24%
0.120
-11.72%
-10.07%
14,431.3
 
SPEM 		SPDR Portfolio Emerging Markets ETF
462,278
17,737.6
-1.53%
2.140
-0.04%
0.170
-1.36%
-1.64%
9,978.5
 

KWB Wealth's Historical Top Holdings Breakdowns

KWB Wealth's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPMB 		SPDR Portfolio Mortgage Backed Bond ETF2025-03-31Reduce
-0.86%
●
21.23 ($21.74) 22.14
$21.77
0.14%
Reduce -53.32%
269,723
-308,088
SPYG 		SPDR Portfolio S&P 500 Growth ETF2025-03-31Reduce
-0.69%
●
80.05 ($87.3) 92.39
$76.58
-12.28%
Reduce -5.56%
1,144,816
-67,461
TOTL 		SPDR DoubleLine Total Return Tactical ETF2025-03-31Add
+0.69%
●
38.99 ($39.77) 40.37
$39.74
-0.08%
Add 123.48%
260,912
144,161
SPMO 		Invesco S&P 500 Momentum ETF2025-03-31New Buy
+0.68%
●
91.76 ($97.86) 103.26
$88.26
-9.81%
New holding
59,714
59,714
IDHQ 		Invesco S&P International Developed Quality ETF2025-03-31Add
+0.53%
●
28.25 ($30.21) 31.51
$30.05
-0.53%
Add 37.5%
569,126
155,222
PG 		Procter & Gamble Co2025-03-31Add
+0.52%
●
158.56 ($167.49) 176.26
$170.63
1.87%
Add 2116.12%
26,527
25,330
RECS 		Columbia Research Enhanced Core ETF2025-03-31Add
+0.46%
●
32.64 ($34.78) 36.12
$31.05
-10.72%
Add 264.48%
149,661
108,600
IUSB 		iShares Core Total USD Bond Market ETF2025-03-31Reduce
-0.45%
●
44.72 ($45.57) 46.25
$45.54
-0.07%
Reduce -23.19%
254,806
-76,914
CGBL 		Capital Group Core Balanced ETF2025-03-31Add
+0.44%
●
30.81 ($31.74) 32.56
$29.92
-5.73%
Add 571.07%
138,307
117,697
CGDV 		Capital Group Dividend Value ETF2025-03-31Add
+0.43%
●
34.95 ($36.32) 37.36
$33.50
-7.76%
Add 386.81%
126,424
100,454

KWB Wealth Total Holding History ($B)

To

KWB Wealth's Asset Allocation

To

KWB Wealth Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

KWB Wealth's Hypothetical Growth since 2025-03-31

KWB Wealth's Yearly Returns

Year Portfolio % % Excess Gain %

KWB Wealth's Holdings Heat Map

Size field:

KWB Wealth's Holdings Bubble Chart

KWB Wealth News

  • 1

Discussions on KWB Wealth

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.